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Home>Mutual Funds>Compare Axis Long Term Equity Direct Plan Growth with Aditya Birla Sun Life Tax Relief 96 Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Axis Long Term Equity Direct Plan Growth

Equity
ELSS
4.0
INVEST NOW

Aditya Birla Sun Life Tax Relief 96 Direct Growth

Equity
ELSS
2.0
INVEST NOW

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Axis Long Term Equity Direct Plan Growth

(-1.9%)

Aditya Birla Sun Life Tax Relief 96 Direct Growth

(-0.7%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.77%0.94%-
NAV₹66.8 (20-May-2022)₹40.8 (20-May-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹31,656Cr₹13,860Cr-
Exit LoadNilNil-
Returns
1Y
-1.9%
-0.7%
-
3Y
11.3%
7.4%
-
5Y
12.3%
8.2%
-
Pros & Cons
Pros
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 1.5 The fund has generated returns higher than benchmark - NIFTY 500 TRI - in the last 3Y
3. Exit load is zero
4. Lower expense ratio: 0.77%
1. Exit load is zero
2. Lower expense ratio: 0.94%
-
Cons
1. Higher AUM: 32052Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y annualised returns lower than category average by 41.06%
3. Lock-in period: 3Y
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lock-in period: 3Y
3. Low rating: 2
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Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
Bajaj Finance Ltd.
10.1%
Tata Consultancy Services Ltd.
8.9%
Avenue Supermarts Ltd.
8.6%
Info Edge (India) Ltd.
6.1%
Kotak Mahindra Bank Ltd.
6.0%
Housing Development Finance Corpn. Ltd.
5.4%
Divi's Laboratories Ltd.
4.9%
Nestle India Ltd.
4.8%
Pidilite Industries Ltd.
4.7%
Bajaj Finserv Ltd.
4.7%
Name
Assets
Reliance Industries Ltd.
8.9%
Honeywell Automation India Ltd.
7.1%
Housing Development Finance Corpn. Ltd.
6.4%
Kotak Mahindra Bank Ltd.
5.5%
ICICI Bank Ltd.
5.2%
Pfizer Ltd.
4.9%
Bayer CropScience Ltd.
4.7%
Glaxosmithkline Pharmaceuticals Ltd.
4.2%
Larsen & Toubro Ltd.
4.1%
HDFC Bank Ltd.
3.9%
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Fund Manager
Name
Jinesh Gopani
Atul Penkar
-
Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Mr.Penkar is a B.E. (Mechanical) and an MMS.
-
Experience
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Prior to joining Aditya Birla Sun Life AMC, he was with Emkay Shares & Stock Brokers Ltd.
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About Fund
Description

Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

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Launch Date

04 Sep 2009

23 Dec 1994

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Custodian

Deutsche Bank

Citibank NA

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Registrar & Transfer Agent

KFin Tech

Cams

-

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